Forum Discussion
BlakeHarrison
Qrew Captain
I think that there's a better way to do this. If I were setting up the application, I would have a Documents table and a Reviews table. The Document record would hold any specific information, file attachments, Assigned Reviewer, etc. The Review records would be your checklist. Each Review record would represent a single pass in the process. So, in this setup, the process would work like this:
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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- User creates a Document record and completes the necessary fields, including the Assigned Reviewer, before saving.
- The Assigned Reviewer would see the new Document record on their Dashboard (in a report) and would view the record.
- The Assigned Reviewer would select a button to create a new Review record and complete the checklist as you've outlined.
- The Assigned Reviewer would change the Status on the Document record, indicating it is ready to be Audited
- An Auditor pulls up the Document record and then the completed Review record.
- The Auditor selects a 'Start Audit' button (this would really just be a copy button that's be set to bring over all the original values) and begins their work.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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TracyHimes
4 years agoQrew Member
Thank you
I have what I need. I appreciate everyone's help! :)
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Tracy Himes
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I have what I need. I appreciate everyone's help! :)
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Tracy Himes
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